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Sentinel Asset Management, LLC CRD 302082
$63.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-29 |
| MD | RA | APPROVED | 2025-01-16 |
Branch Locations
8115 Maple Lawn Blvd Suite 230, Maple Lawn, MD 20759 • United States
1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 10/2013 | 01/2025 |
| New York Life Insurance Company | Vienna | VA | 09/2015 | 01/2025 |
| Eagle Strategies Llc | Vienna | VA | 10/2019 | 01/2025 |
| Sentinel Asset Management, Llc | Wallingford | CT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-12 |
| S66 | Uniform Combined State Law Examination | 2019-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-10 |
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